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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,652 | $125,184-59.5% | $105,607-52.0% | $145,884-65.3% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 9.18% | 225.00%-215.8pp | 116.11%-106.9pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,494 | $5,714-38.8% | $5,011-30.3% | $6,690-47.8% |
| Admin fee / account holder | $4,082 | $17,133-76.2% | $10,958-62.8% | $13,392-69.5% |